Investment Due Diligence Advisor

Jobtome; Village of Great Neck (NY); On-site; USD 110,000 - 140,000; Full time

Job summary

MassMutual seeks a Due Diligence Consultant to evaluate managers' operations, governance, and processes, supporting risk-aware investment decisions. You will lead or assist improvements across reporting, technology, and controls while interfacing with senior leadership.

In partnership with Investments, Product, Operations, Compliance, Technology, and Risk Management, you will translate due diligence findings into scalable oversight solutions and drive continuous improvement within a growing

Qualifications

• Bachelor's Degree required.
• 3+ years evaluating investment products and asset classes.
• 2+ years presenting analyses to senior leadership, committees, or other key stakeholders.
• 2+ years leading or supporting process improvement or organizational change.
• 2+ years using investment research tools such as Morningstar or Bloomberg.
• 2+ years using Microsoft Office applications (Excel, PowerPoint, Word).
• Must pass a non-registered fingerprint background check to qualify as fingerprinted under FINRA.

Responsibilities

• Evaluate investment managers' operational infrastructure, governance, philosophy, processes, resources, and performance to support informed decisions and risk management.
• Monitor and oversee investment managers and external service providers to ensure alignment with objectives and standards.
• Communicate due diligence findings and recommendations to senior leadership through analyses and committee presentations.

Skills

Investment analysis

Presentation to leadership

Process improvement

Data tools

Microsoft Office

Education

Bachelor's Degree

Tools

Morningstar

Bloomberg

Excel

PowerPoint

Word

Job description

MassMutual seeks a Due Diligence Consultant to evaluate managers' operations, governance, and processes, supporting risk-aware investment decisions. You will lead or assist improvements across reporting, technology, and controls while interfacing with senior leadership.

In partnership with Investments, Product, Operations, Compliance, Technology, and Risk Management, you will translate due diligence findings into scalable oversight solutions and drive continuous improvement within a growing